Integrating Paperform with LeadSquared Using Pabbly Connect

Learn how to automate lead creation in LeadSquared from Paperform submissions using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create leads in LeadSquared from Paperform submissions, start by accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

Once there, you will see options to either sign in or sign up. If you are new to Pabbly, click on ‘Sign Up for Free’ to create an account. Existing users can simply click on ‘Sign In’ to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization.

• Name your workflow as ‘Create LeadSquared Lead on Paperform Submission’.
• Choose the folder named ‘Automations’ to save your workflow.

Click on the ‘Create’ button to proceed. This will open the workflow window where you can set up your trigger and action.

3. Setting Up Trigger for Paperform Submission

The next step involves setting up the trigger in Pabbly Connect. Select ‘Paperform’ as your trigger application. This means you want the workflow to start whenever a new submission is made in Paperform.

Choose the trigger event as ‘New Form Submission’. Pabbly Connect will provide you with a webhook URL, which you will need to copy for the next steps.

• Copy the webhook URL provided by Pabbly Connect.
• Log into your Paperform account and edit the form you want to connect.
• Navigate to the ‘After Submission’ tab and select ‘Webhooks’ to paste the URL.

After pasting the URL, ensure you select the same event ‘New Submission’ in Paperform and click on ‘Create’.

4. Testing the Webhook Connection

After setting up the webhook in Paperform, you need to perform a test submission to ensure that the connection is working correctly through Pabbly Connect. Open your form and fill it out with test data.

Once you submit the form, go back to your Pabbly Connect workflow to see if it has captured the response. You should see the details you entered, confirming that the webhook is active.

Enter test details, such as name and email. Submit the form and check Pabbly Connect for the captured data.

If the details appear correctly, you have successfully set up the trigger for your workflow!

5. Creating a Lead in LeadSquared

Now that your trigger is set, the next step is to create a lead in LeadSquared using Pabbly Connect. Select ‘LeadSquared’ as your action application.

Choose the action event as ‘Create or Update Lead’. You will need to connect your LeadSquared account by providing your access key, secret key, and API host. To find these, log into your LeadSquared account and navigate to the settings for API and Webhooks.

Copy your access key and paste it into Pabbly Connect. Copy your secret key and paste it into the corresponding field. Enter the API host URL from your LeadSquared settings.

Once connected, map the fields from the previous step (Paperform submission) to LeadSquared fields. This ensures that the data flows correctly from Paperform to LeadSquared.

Conclusion

By using Pabbly Connect, you can automate the process of creating leads in LeadSquared from Paperform submissions effortlessly. This integration saves time and reduces manual data entry, ensuring that every lead is captured accurately for follow-ups and conversions.